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Vertex
VERX

Overview Fund Activity

177 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+33
Holders Change %
+22.92%
% of All Funds
2.57%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
47
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$31M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$26.2M
3
PM
3
Pembroke Management
Quebec, Canada
$29.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$14.5M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$12M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.5M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$23M
4
TCM
4
Tensile Capital Management
California
$151M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$284K 8,953 – –
CAN
127
Cetera Advisor Networks
California
$279K 8,782 -2,354 -21%
UBS Group
128
UBS Group
Switzerland
$244K 7,689 -1,180 -13%
LOAMU
129
Lombard Odier Asset Management (USA)
New York
$244K 7,667 +7,667 New
CA
130
Cetera Advisors
Colorado
$239K 7,517 +7,517 New
CCIA
131
Campbell & Co Investment Adviser
Maryland
$238K 7,492 +7,492 New
Simplex Trading
132
Simplex Trading
Illinois
$235K 7,406 +7,056 +2,016%
CAS
133
CTC Alternative Strategies
Illinois
$232K 7,300 +7,300 New
FRM
134
Fox Run Management
Connecticut
$231K 7,258 +7,258 New
WSFS
135
Wilmington Savings Fund Society
Delaware
$222K 7,000 +7,000 New
Verition Fund Management
136
Verition Fund Management
Connecticut
$216K 6,809 -7,878 -54%
QPWM
137
Quadrant Private Wealth Management
Pennsylvania
$213K 6,717 -980 -13%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$213K 6,700 +6,700 New
VCA
139
Verdence Capital Advisors
Maryland
$213K 6,702 +6,702 New
FMI
140
F/M Investments
District of Columbia
$209K 6,578 +6,578 New
Lazard Asset Management
141
Lazard Asset Management
New York
$192K 6,053 +6,053 New
Wells Fargo
142
Wells Fargo
California
$187K 5,890 +3,508 +147%
Canada Life
143
Canada Life
Manitoba, Canada
$167K 5,256 – –
SG Americas Securities
144
SG Americas Securities
New York
$166K 5,237 +5,237 New
SIM
145
Sandia Investment Management
Massachusetts
$159K 5,000 +5,000 New
TRCT
146
Tower Research Capital (TRC)
New York
$116K 3,668 +996 +37%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$110K 3,467 -137,688 -98%
AIM
148
Arcadia Investment Management
Michigan
$88.4K 2,786 -11 -0.4%
Deutsche Bank
149
Deutsche Bank
Germany
$61.1K 1,923 -2,442 -56%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$53K 1,668 +156 +10%
4 5
6
7 8